Institute For Wealth Management, Llc. First Tr Exchange Traded Fd Fi Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,950 shares of FXL stock, worth $294,196. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,950

Previous 2,000 2.5%

Holding current value

$294,196

Previous $277,000 4.33%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$136.18 - $158.26 $6,809 - $7,913	-50 Reduced 2.5%	1,950 $289,000
Q1 2023 Apr 20, 2023	BUY	$91.07 - $107.48 $182,140 - $214,960	2,000 New	2,000 $210,000
Q2 2022 Jul 25, 2022	SELL	$91.32 - $117.0 $191,772 - $245,700	-2,100 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$109.97 - $125.18 $5,498 - $6,259	50 Added 2.44%	2,100 $261,000
Q1 2021 May 04, 2021	SELL	$105.48 - $124.89 $10,548 - $12,489	-100 Reduced 4.65%	2,050 $233,000
Q4 2020 Feb 01, 2021	BUY	$89.8 - $114.12 $193,070 - $245,358	2,150 New	2,150 $240,000
Q1 2020 Apr 29, 2020	SELL	$51.51 - $78.0 $118,473 - $179,400	-2,300 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$63.49 - $73.14 $146,027 - $168,222	2,300 New	2,300 $167,000

Others Institutions Holding FXL

# of Institutions

267

Shares Held

6.21M

Call Options Held

Put Options Held

40.1K

View Full List

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXL
Sector ETFs
Industry ETFs

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Institute For Wealth Management, Llc. First Tr Exchange Traded Fd Fi Transaction History